CWM
ARI

Cornerstone Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Cornerstone Wealth Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,662
Closed -$308K – 1315
2018
Q2 		$308K Buy
+5,662
New +$104K ﹤0.01% 1177

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cornerstone Wealth Management's ARI Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2018, closing a stake of 5,662 shares — an estimated $308K sold.

Cornerstone Wealth Management first reported a position in ARI in Q2 2018 and held it in 1 quarter. The position peaked at $308K in Q2 2018. 241 funds tracked by Wall St. Rank hold ARI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,662 Apollo Commercial Real Estate shares in Q3 2018, an estimated $308K.
  • Cornerstone Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Apollo Commercial Real Estate position peaked at $308K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.